Ask the Experts | May 28th, 2013 (b)lines Ask the Experts – 2013 403(b) Reading List May 28, 2013 (PLANSPONSOR (b)lines) – “Summer is here, thankfully, and it is time for me to catch up on ...
Benefits | May 22nd, 2013 403(b) Plan Sponsors Continue to Improve Plan Value May 22, 2013 (PLANSPONSOR.com) – 403(b) plan sponsors continue to make changes to improve the value of their plans and...
Ask the Experts | May 21st, 2013 (b)lines Ask the Experts – Best Method for Loan Repayments May 21, 2013 (PLANSPONSOR (b)lines) – “We are adding a loan provision to our 403(b) plan and are adopting a...
Compliance | May 16th, 2013 Bill Addresses Issues with Church Retirement Plans May 16, 2013 (PLANSPONSOR.com) – Two U.S. senators have introduced a bill in Congress to ensure retirement security to members...
Ask the Experts | May 14th, 2013 (b)lines Ask the Experts – Locating Beneficiaries May 14, 2013 (PLANSPONSOR (b)lines) – “Must we make every effort to locate the beneficiary of a deceased participant so that...
Compliance | May 10th, 2013 Deadline to Preserve Tax-Exempt Status Nears May 10, 2013 (PLANSPONSOR.com) – Many tax-exempt organizations that are required by law to file annual reports with the Internal...
Benefits | May 10th, 2013 Largest 403(b) Segments Differ in Plan Designs May 10, 2013 (PLANSPONSOR.com) - The health care and higher education 403(b) segments represent $485 billion or 67% of the...
Benefits | May 8th, 2013 IRAs, DC Plans Top Retirement Savings Vehicles May 8, 2013 (PLANSPONSOR.com) – Assets in employer-sponsored retirement plans, IRAs, and annuities totaled $19.5 trillion at year-end 2012, up...
Compliance | May 7th, 2013 DOL Seeks Comments About Lifetime Income Data May 7, 2013 (PLANSPONSOR.com) – The U.S. Department of Labor (DOL) is seeking comments about rules for lifetime income illustrations...
Opinions | May 7th, 2013 A New Compliance Environment for 403(b)s May 7, 2013 (PLANSPONSOR.com) - Sponsors of 403(b) plans should take note of several recent announcements by the Internal Revenue...
Compliance | May 3rd, 2013 ASPPA Recommends Changes to Pre-Approved Plan Programs May 3, 2013 (PLANSPONSOR.com) – The American Society of Pension Professionals & Actuaries (ASPPA) and the National Tax Sheltered Accounts...
Compliance | April 30th, 2013 IRS to Hold Call About 403(b) Corrections April 30, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has scheduled a phone forum about 403(b) corrections and examination...
Benefits | April 30th, 2013 Education Sector Shows More Retirement Confidence April 30, 2013 (PLANSPONSOR.com) – Employees in the education sector are confident about both their retirement...
Benefits | April 23rd, 2013 Higher Education Plans Set High Standard April 23, 2013 (PLANSPONSOR.com) – Participants of retirement plans sponsored by higher education institutions are saving more than their corporate...
Benefits | April 23rd, 2013 Higher Education Plans Set High Standard April 23, 2013 (PLANSPONSOR.com) – Participants of retirement plans sponsored by higher education institutions are saving more than their corporate...
Ask the Experts | April 23rd, 2013 (b)lines Ask the Experts – Failure to Suspend Contributions After Hardship April 23, 2013 (PLANSPONSOR (b)lines) – “In preparation for our annual 5500 report audit for our Employee Retirement Income Security...
Ask the Experts | April 9th, 2013 (b)lines Ask the Experts – Plan Determination Letters April 9, 2013 (PLANSPONSOR (b)lines) – “I recently received notification from a consulting firm that a determination letter would soon...
Benefits | April 4th, 2013 Research Institutes Increasing Fiduciary Focus April 4, 2013 (PLANSPONSOR.com) – A retirement plan survey of independent, not-for-profit research institutes shows a renewed focus on fiduciary...
Ask the Experts | April 2nd, 2013 (b)lines Ask the Experts – Eligibility Requirements for Nonelecting Churches April 2, 2013 (PLANSPONSOR (b)lines) – “I work with a nonelecting (i.e. the entity has NOT elected ERISA coverage) church...
Benefits | April 1st, 2013 Survey Finds Governmental 457 Plan Growth April 1, 2013 (PLANSPONSOR.com) – Assets in governmental section 457 retirement plans increased between 2011 and 2012, the National Association of...